Verified userLinkedIn confirmedUsed 2 or more years
No ecosystem to speak of
Almost no third party apps. Everything we wanted to connect was a custom job. Coming from a modern CRM the emptiness of the marketplace is genuinely startling.
Pros
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Genevieve Jefferson
Practice Manager, Copper Mountain Brewing
United States·Accounting·51 to 200 employees
4.0
Apr 4, 2026
Verified userUsed less than 6 months
Reps stopped promising stock we did not have
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Rohan Ugwu
Bookkeeper, Fairview Veterinary
Canada·Marketing·1 to 10 employees
4.0
Apr 2, 2026
Used 6 to 12 months
The ERP link is the entire reason and it works
Our reps can see real inventory and real credit status from Sage 300 inside the customer record. Not a nightly sync that is wrong by lunchtime, the actual number. For a distributor that single thing is worth more than every feature HubSpot has that this does not.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Beatriz Bell
Studio Director, Silverbirch Accounting
United States·Legal·51 to 200 employees
5.0
Mar 8, 2026
Verified userLinkedIn confirmedUsed less than 6 months
The ERP link is the entire reason and it works
Before this, a rep would promise stock, then the order would hit the ERP and the stock was gone. That stopped on day one. The credit hold visibility saved us twice in the first quarter.
Pros
One customer record shared with finance
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Freya Mercer
Founder, Lantern Creative
United States·Construction·11 to 50 employees
4.0
Feb 23, 2026
Used 1 to 2 years
Live stock and credit inside the customer record
Before this, a rep would promise stock, then the order would hit the ERP and the stock was gone. That stopped on day one. The credit hold visibility saved us twice in the first quarter.
Pros
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Zachary Ferrari
Office Manager, Summit Physio
Canada·Education·1 to 10 employees
3.0
Dec 15, 2025
Verified userUsed 1 to 2 years
Bought by finance, used by sales, and it shows
Our controller chose it for the integration and our sales team has resented it ever since. Both positions are correct. The integration is genuinely valuable and the daily experience is genuinely worse than what they had.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Wyatt Aoki
Project Manager, Kestrel Analytics
United States·Financial services·500+ employees
5.0
Jul 8, 2025
LinkedIn confirmedUsed 6 to 12 months
Reps stopped promising stock we did not have
Quotes built in CRM become orders in Sage 100 without anyone retyping anything. That was a whole job before, and it was a job that introduced errors.
Pros
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Katya Hutchins
Finance Manager, Maplewood Childcare
United States·Manufacturing·1 to 10 employees
3.0
May 14, 2025
Verified userUsed 1 to 2 years
Dated, but it does the one thing
Our controller chose it for the integration and our sales team has resented it ever since. Both positions are correct. The integration is genuinely valuable and the daily experience is genuinely worse than what they had.
Pros
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMay 25, 2025
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
1 found this helpful
Laura Tanaka
Practice Manager, Redbrick Property Group
United States·Education·11 to 50 employees
5.0
Jul 24, 2024
Verified userLinkedIn confirmedUsed less than 6 months
Live stock and credit inside the customer record
Before this, a rep would promise stock, then the order would hit the ERP and the stock was gone. That stopped on day one. The credit hold visibility saved us twice in the first quarter.
Pros
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Rebecca Kirkwood
Office Manager, Aurora Print House
United States·Construction·1 to 10 employees
3.0
Jul 1, 2026
Verified userUsed 1 to 2 years
Bought by finance, used by sales, and it shows
The interface is old and the mobile experience is poor. Our reps use it because they have to. It does what we bought it for, so I am neutral rather than negative.
Pros
One customer record shared with finance
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Deepa Tillman
HR Manager, Prairie Rose Bakery
Canada·Healthcare·11 to 50 employees
1.0
Jun 2, 2026
Used 2 or more years
My reps hate it and adoption reflects that
The marketing module next to an actual marketing tool is not a comparison. Basic list email and that is about it. We ended up buying a separate platform anyway, which undermined the one system argument entirely.
Pros
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Elena Hutchins
Practice Manager, Sandbar Hospitality
Canada·Transport and logistics·1 to 10 employees
3.0
Mar 18, 2026
Verified userUsed less than 6 months
Fine if you already run Sage ERP
If you are not on Sage ERP there is no argument for this product. None. Pipedrive is cheaper and better and there are twenty others. The integration is the whole case.
Pros
On premise or cloud hosted deployment
Cons
Marketing automation is basic
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Spencer Goodwin
Head of Operations, Coastline Outfitters
United States·Professional services·1 to 10 employees
3.0
Mar 15, 2026
Verified userUsed less than 6 months
Fine if you already run Sage ERP
If you are not on Sage ERP there is no argument for this product. None. Pipedrive is cheaper and better and there are twenty others. The integration is the whole case.
Pros
One customer record shared with finance
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Aaron Quintero
Studio Director, Vertex Machine Works
United States·Financial services·11 to 50 employees
2.0
Feb 22, 2026
Verified userUsed 6 to 12 months
Marketing automation is barely there
The marketing module next to an actual marketing tool is not a comparison. Basic list email and that is about it. We ended up buying a separate platform anyway, which undermined the one system argument entirely.
Pros
Quotes and orders flow into Sage ERP without retyping
Cons
Dated interface that sales teams resist
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Callum Nascimento
Owner, Foundry Road Studios
Canada·Ecommerce·1 to 10 employees
2.0
Feb 11, 2026
LinkedIn confirmedUsed less than 6 months
Mobile is effectively unusable
The mobile experience is a browser view of a desktop app. My field reps gave up in the first month. In 2026 that is not acceptable for a sales tool.
Pros
Live ERP inventory and credit inside the record
Cons
Mobile experience is poor
Ease of use
Value for money
Customer service
Functionality
Response from the vendorFeb 19, 2026
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
0 found this helpful
Yasmin Hammond
Head of Operations, Redbrick Property Group
United States·Financial services·11 to 50 employees
3.0
Jan 6, 2026
Verified userUsed 6 to 12 months
Bought by finance, used by sales, and it shows
Almost no third party apps. Everything we wanted to connect was a custom job. Coming from a modern CRM the emptiness of the marketplace is genuinely startling.
Pros
Live ERP inventory and credit inside the record
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJan 8, 2026
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
0 found this helpful
Devon Goodwin
Director of Finance, Tidewater Marine Services
United States·Education·201 to 500 employees
2.0
Oct 28, 2025
LinkedIn confirmedUsed 2 or more years
We migrated off within two years
We ran it for two years and moved to HubSpot with a custom ERP integration. It cost more to build and the team actually uses it. The integration was never worth what the interface cost us in adoption.
Pros
Live ERP inventory and credit inside the record
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Ezra Kaminski
Bookkeeper, Copper Mountain Brewing
United States·Transport and logistics·11 to 50 employees
1.0
Oct 28, 2025
LinkedIn confirmedUsed 1 to 2 years
Marketing automation is barely there
Adoption is the problem. Reps log the minimum and keep their real pipeline in a spreadsheet, which means my forecast is fiction. The ERP integration is great and it does not matter if nobody puts the data in.
Pros
Sales, marketing and service sold as separate modules
Cons
Essentially no third party app ecosystem
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Julia Ojeda
HR Manager, Prairie Rose Bakery
Other·Retail·1 to 10 employees
5.0
Oct 19, 2025
Verified userUsed less than 6 months
Live stock and credit inside the customer record
Our reps can see real inventory and real credit status from Sage 300 inside the customer record. Not a nightly sync that is wrong by lunchtime, the actual number. For a distributor that single thing is worth more than every feature HubSpot has that this does not.
Pros
Live ERP inventory and credit inside the record
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Hannah McAllister
Director of Finance, Meridian Dental Group
United States·Construction·1 to 10 employees
3.0
Jun 18, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Dated, but it does the one thing
If you are not on Sage ERP there is no argument for this product. None. Pipedrive is cheaper and better and there are twenty others. The integration is the whole case.
Pros
On premise or cloud hosted deployment
Cons
No reason to buy it without Sage ERP
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJun 28, 2025
Thank you for the review. Sage CRM is built to work most effectively alongside Sage ERP, and we understand it is not the right choice for every sales team. We would welcome the opportunity to discuss your requirements with you.
Canada
United States